Advisors Embrace ETFs, but Crypto Gets the Cold Shoulder

Today, financial advisors are re-evaluating how they build client portfolios as the economic environment evolves.

Following a decade of historically low interest rates, the U.S. economy is now characterized by higher interest rates, driven by inflationary pressures. This has been met with stronger bond returns and a more cautious view on stocks as companies face steeper borrowing costs.

This graphic shows the top investments used by advisors, based on a 2023 Journal of Financial Planning survey.

See the full article at advisor.visualcapitalist.com